See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $187,083 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,528 | $78,852-33.4% | $76,768-31.6% | $75,289-30.2% |
| Participation rate | 94.1% | 85.0%+9.2pp | 77.0%+17.2pp | 72.4%+21.7pp |
| Annual return | 2.38% | -1.29%+3.7pp | 2.43%-0.1pp | -0.04%+2.4pp |
| Employer contribution / active EE | $2,068 | $2,794-26.0% | $2,485-16.8% | $2,405-14.0% |
| Participant deferral / active EE | $4,336 | $4,800-9.7% | $3,852+12.6% | $3,739+16.0% |
| Admin fee / account holder | $106 | $79+34.8% | $6,675-98.4% | $102+4.0% |